- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Long Term Tax Advantage Fund Series III (Growth)
Sundaram Long Term Tax Advantage Fund Series III (Growth)
₹ 25.4335
NAV (Apr 30)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 25.4335
NAV (Apr 30)
Fund Returns
Last 1Y | 45.5% |
Last 3Y | 33.6% |
Last 5Y | 24.3% |
Last 10Y | NA |
Since Inception | 16.6% |
6 Month CAGR | 17.3% |
Scheme Information
'The investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available. For the purpose investment by the scheme 'micro cap' stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited,mumbai,at the time of investment. however,there is no guarantee or assurance that the investment objective of the scheme will be achieved'
Expense Ratio | 1.42 |
Launched (6y ago) | Mar 28, 2018 |
AUM in Crores | 33.621 |
ISIN | INF903JA1BR5 |
Lock-in | 3 |
Benchmark | IISL Nifty Free Float Smallcap 100 INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.6 |
Standard Deviation (5yr) | 24.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.545 |
Sharpe Ratio (5yr) | 0.734 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series III (Growth) | 13,69,778 | 6,37,166 | 24.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
ksb ltd
5.3%treps
4.7%multi commodity exchange of india ltd
4.5%kei industries ltd
4.1%equitas small finance bank ltd ordinary shares
4.1%Allocation by Sector
industrials
22.7%financial services
21%consumer cyclical
16.2%basic materials
11.8%healthcare
9.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13% | 8.8% | ||
22.4% | 20.8% | ||
5.1% | 4.8% | ||
22.9% | 13.2% | ||
20.7% | % |
Sundaram Long Term Tax Advantage Fund Series III (G) Review
Sundaram Long Term Tax Advantage Fund Series III (G) is a Tax Saving Equity fund and has delivered an annualised return of 16.6% over a period of 6 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rohit Seksaria, Sudhir Kedia.
Nav of Sundaram Long Term Tax Advantage Fund Series III (G) as of 4/30/2024 is ₹25.43 with the total AUM as of 5/1/2024 is ₹33.621. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Long Term Tax Advantage Fund Series III (G) was launched on Mar 28, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Long Term Tax Advantage Fund Series III (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Long Term Tax Advantage Fund Series III (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Free Float Smallcap 100 INR.
Sundaram Long Term Tax Advantage Fund Series III (G) is rated as a 0 fund in Equity and delivered 45.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Long Term Tax Advantage Fund Series III (G).
Frequently Asked Questions
What is Sundaram Long Term Tax Advantage Fund Series III (G)?
How to invest in Sundaram Long Term Tax Advantage Fund Series III (G)?
You can invest in Sundaram Long Term Tax Advantage Fund Series III (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Long Term Tax Advantage Fund Series III (G)?
The minimum sip amount for Sundaram Long Term Tax Advantage Fund Series III (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Long Term Tax Advantage Fund Series III (G) good to invest in?
As per Scripbox experts, Sundaram Long Term Tax Advantage Fund Series III (G) is a Not Reviewed Yet fund. You can investSundaram Long Term Tax Advantage Fund Series III (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Long Term Tax Advantage Fund Series III (G)?
The expense ratio of the Sundaram Long Term Tax Advantage Fund Series III (G) is 1.42% for regular plan.